Kerri Lynn Duffy

Current Employers

Employment History

• 07/2004 → Present
  Fidelity Brokerage Services Llc
  Dallas, TX
• 07/2004 → Present
  Strategic Advisors Inc
  Dallas, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Schaumburg, IL
  Glenview, IL
• 2004-08-13 → 2018-07-13
  Strategic Advisers Llc
  Highland Park, IL
  Orland Park, IL
  Dallas, TX
  Oak Brook, IL
• 2001-09-25 → 2004-07-14
  Charles Schwab & Co., Inc.
  Dallas, TX

Other Businesses

OBA-121873|OrgNmn:Cheeke|Org Addr:Glenview,Illinois,US|OBA Nature:selling essential oil mix for |Invst Rel:N|Title:Founder|Duties:make oils and sell to friends and family|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-114407|OrgNmn:Girl Scouts of America|Org Addr:Glenview,Illinois,US|OBA Nature:Girl Scout Troop|Invst Rel:N|Title:Troop Co-leader|Duties:organize a monthly girl scout activity|StrtDt:11-08-24|TotHrs/mon:4|TrdHrs/mon:0|OBA-121154|OrgNmn:Rooted and Radiant|Org Addr:Glenview,Illinois,US|OBA Nature:Channel to discuss and review |Invst Rel:N|Title:content creator|Duties:film youtube videos|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-21
• S63 Uniform Securities Agent State Law Examination
  1998-03-04

Other Names

• Kerri Lynn Cruikshank
• Kerri L Cruikshank Duffy
• Kerri L Duffy